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Tool: Consulting process

Typical use (type of issue/project)

As an overall assessment of your strengths and weaknesses in using a consulting approach to day to day work with line customers and colleagues.

Ease of use rating

Used by


Tips for effective use

Used to build self-awareness. It can be passed on to colleagues for their own personal use. Once each person has identified their strengths and weaknesses individually, they can meet in a group to brainstorm solutions for improving themselves.

Signals of successful use

Using the consulting approach consistently in day to day interactions or in a change process with honest and open responses.

Signals of unsuccessful use

After completing your answers, you look them over and decide they do not represent how you really feel, or filling out the questionnaire and never looking at it again.

Links to other tools

Preparing for implementation.


Consulting process

Rate yourself on each phase of the consulting process.

5 – I do this consistently
4 – I do this frequently, but not always
3 – I sometimes do this
2 – I do this occasionally
1 – I don't usually do this


Activity Rating Notes
Completing each phase of the consulting process
Contracting – negotiating needs and want    
Coping with mixed motivation    
Surfacing concerns    
Contracting with multiple stakeholders    
Discovery and data collection
Articulating the layers of the problem    
Taking account of the political climate    
Dealing with resistance to sharing information    
Recognising that data collection is part of the intervention    
Feedback and decision to act
Reducing data to manageable and actionable elements    
Presenting attitudes and political data    
Managing the feedback meeting    
Managing the tendency for feedback to reflect the original issue    
Remaining objective and independent    
Buy-in and implementation
Involving people    
Engendering participation    
Encouraging articulation of doubt    
Offering choice    
Ensuring the implementation supports the desired outcome    
Paying attention to the environment    


  1. Add up your rating
  2. Decide on your strengths and areas you would like to improve
  3. Work with a small group to brainstorm ways to make these improvements
  4. Share areas of best practice and strength